Privacy Policy

1. Information We Collect

• Your name, phone number, email address, and PAN number
• Financial documents you share with us (Form 16, bank statements, etc.)
• Messages exchanged with our WhatsApp assistant
• Payment information processed via Razorpay

2. How We Use Your Information

• To prepare and file your Income Tax Return (ITR)
• To communicate filing status, computation details, and payment links via WhatsApp
• To comply with applicable tax laws and regulatory requirements

3. WhatsApp Messaging

We use the WhatsApp Business API (Meta) to communicate with you. By messaging us, you consent to receive automated and manual messages related to your ITR filing. We do not send promotional messages.

4. Data Sharing

We do not sell or share your personal information with third parties except:

• With government portals (Income Tax Department) as required for filing
• With payment processors (Razorpay) solely to collect CA fees
• Where required by law

5. Data Retention

Your data is retained for a minimum of 7 years as required under Indian tax law. You may request deletion of non-statutory data by contacting us.

6. Security

All data is stored on encrypted AWS infrastructure in the ap-south-1 (Mumbai) region. Documents are stored in private S3 buckets with strict access control.

7. Your Rights

You may request access to, correction of, or deletion of your personal data by contacting us at the details below.

8. Contact

For any privacy-related queries, please contact us via WhatsApp or email at support@ca-clarity.in.